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Can I export my deals or a deal summary to Excel or Google Docs?

deal-management · NEW · weekly mining 2026-10-26

Written by Cohen Nagel

There is no one-click Excel export of your deals today. The easy workaround is to ask the AI workspace for a report or breakdown of the deals, businesses or lender matches you care about, and it will lay the information out for you to copy into a spreadsheet. If you have connected Claude or another AI tool to your Levr account, it can take that report and push it into a Google Doc for you. You can connect an AI tool in your portal settings, under Connections.

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